Tag MSFT
Stock Market Today: The Dow Jones index dropped 300 points Friday. But Nvidia and Palantir recovered well off session lows...
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The investment, which will be made through 2027, underscores the intensifying competition among AI and cloud service providers to build infrastructure capable of supporting advanced AI models. OpenAI, Microsoft, Meta Platforms and Amazon are among companies spending billions in new AI-focused data centers. Google said one of the new data centers will be in Armstrong County, in the Texas Panhandle, and the other two in Haskell County, a stretch of West Texas near Abilene...
Continue ReadingInsightful Analysis of Mairs and Power (Trades, Portfolio)'s Third Quarter 2025 13F Filing...
Continue ReadingItâs no mystery that international has outperformed the S&P 500 in 2025, and not by a small amount...
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Stay updated with this week's dividend changes, ex-dividend, and pay dates for Dividend Champions, Contenders, and Challengers. Read the full article here...
Continue ReadingWatch the Video Our conversation opened with the question of how severe an AI market reversal could become if confidence breaks. Lee and I began by trying to quantify the scale, and the numbers quickly escalated once we walked through the potential chain reaction. AI Market Compression I explained to Lee that a 10 to ... The $15 Trillion AI Shock And China’s Threat to US Valuations...
Continue ReadingIonQ boasts $3.5 billion in liquidity, but is that enough to sustain the company in the long run?...
Continue ReadingPower is now the way to invest in AI. Natural gas players and companies that upgrade the grid are on the radar of Gavekal Research’s Will Denyer...
Continue ReadingSpire Inc. shares dip after earnings release amid doubts on AI progress and Fed cuts. See outlook for EPS growth and valuation vs. peers. Click for my SR update...
Continue ReadingBig Tech players Amazon, Apple and Alphabet’s Google are working to make AI voice assistants invaluable for daily use...
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